Lessons from History: The Rise and Fall of the Telecom Bubble
The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to the...
260 Views
MergerTalk: Microsoft/Activision Blizzard-Why We Think This Transaction May Not Be Such A Gamble
Why we think that the prospect of earning double-digits annualized returns from this transaction within the next 18 months might not be such a gamble
323 Views
US Cable: Good Entry Point
Comcast and Charter have had big pullbacks in the past month, leading to an attractive setup with valuations having compressed due to tough COVID...
304 Views
Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.
Micron samples MRDIMMs for AI/HPC, Hyundai adds 300 charging stations for hydrogen buses, German electrification woes, India's semiconductor...
355 Views
[Q2 Earnings Preview] Google: Ad Revenue & Cloud Growth Plus AI Advancements in Focus
Google's Q2 earnings on 23/Jul will focus on projected 11.7% ad revenue growth, cloud earnings & AI innovations. Key acquisitions highlight...
217 Views